Financial Planning and Analysis Program

Program Overview

NCG’s Financial Planning and Analysis Program provides a solution to integrate financial data sources (accounting, POS and other) to create a variety of essential financial tools and reports. This program aims to find a replacement for the various MS Excel spreadsheets used for budgets, pro formas, weekly sales reports (WSRs) and scheduling planning, as well as cashflow forecasting tools. 

Currently, this program is a pilot and open to co-ops interested in researching and testing a potential tool. The pilot is available to a limited number of NCG member co-ops already identified as interested candidates.

Program Details

NCG’s Financial Planning and Analysis Program provides a solution to integrate financial data sources (accounting, POS and other) to create a variety of essential financial tools and reports. This program aims to find a replacement for the various MS Excel spreadsheets used for budgets, pro formas, weekly sales reports (WSRs) and scheduling planning, as well as cashflow forecasting tools. 

Currently, this program is a pilot and open to co-ops interested in researching and testing a potential tool. The pilot is available to a limited number of NCG member co-ops already identified as interested candidates.

Program Resources

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